Welcome to Metaventus
Metaventus is the all-in-one CRM suite that brings together your contacts, your telephony, your marketing, your meetings, your sales and your customer service on a single platform — powered by AI and hosted in Europe.
This guide walks you through getting to grips with the platform, step by step.
The first 4 steps
- Import your contacts — import your contacts into your CRM, or migrate them from Brevo, HubSpot or Efficy.
- Invite your team — add your colleagues and assign the right roles.
- Understand credits — learn how credits work for SMS, AI and OCR.
- Launch your first action — create a segment, a deal or a campaign.
Tip
You can open contextual help from any page in the application using the ? icon in the top right.
How the platform is organized
Metaventus is structured into business hubs:
- CRM — contacts, companies, deals, tasks, notes, segments, custom objects and documents.
- Telephony — virtual switchboard, softphone, business numbers and voice AI.
- Marketing — email and SMS campaigns, AI-written newsletters, forms and attribution.
- Meetings — online appointment booking and schedule management.
- Sales — quotes, invoices and payment links.
- Customer service — handling inbound requests across every channel.
- Automation — scenarios triggered by your data and your actions.
Every hub shares the same customer database, which avoids duplicates and re-entering information: what your team does in one hub automatically appears in the others.
Need help?
Our team is here to help you — contact us.